Onboarding Flow: ValueViewpoint for Growth (SDRs / Demand Gen)
Welcome & Role Selection
Let’s get you into your first campaign. Who are you?
- SDR
- BDR
- Demand Gen Marketer
- Agency
- Other
(Optional) show shortcut flows for SDRs using HubSpot,
Apollo, or Clay
Select ICP Campaign Template
Choose a pre-built Value Campaign Template or start from scratch.
- CFO at FinTech Company
- Head of Ops at eComm Brand
- CMO at B2B SaaS Startup
- Custom Build
Templates auto-load pain points + value drivers for AI to personalize later
Upload Leads or Connect CRM
Where are your contacts coming from?
- Connect HubSpot
- Connect Apollo or Clay
- Upload CSV
- Manually enter a contact (Name, Role, Company, Website)
If HubSpot connected: auto-enrich leads and map to sequences
Describe Your Product’s Value
Tell us how your solution creates value — in 1–2 sentences.
Example prompts:
- What key business process do you improve?
- Do you reduce cost, increase revenue, or improve efficiency?
- What data or KPIs do you usually move?
Your answer trains the AI to generate value messages
Review AI-Generated Value Emails
Here’s your personalized outreach.
- Each lead has a custom subject line + intro line + quantified hook
- You can edit before launching
- Add a Value Snapshot PDF if desired
Launch & Track
Ready to send?
- Sync back to HubSpot sequences or export as CSV
- Track opens, replies, interest score
- Tip: Add LinkedIn touches or cold call steps
If HubSpot connected: auto-enrich leads and map to sequences
Contact us
(415) 570-7434
